Eye on the Market, Outlook 2026: Smothering Heights
ETFIQ take
J.P. Morgan's January 2026 outlook says 42 AI-related firms produced 65%-75% of S&P 500 profits, earnings and capex since late 2022.
Research Library · 33 papers · 12 firms
Public ETF research, summarized and tested, page 2
Papers from issuers, banks, research firms and industry bodies, each summarized in ETFIQ’s words with a link to the firm’s own page, and tested against ETFIQ’s data where it can be.
As of Oct 21, 2026, 33 papers; 8 carry an ETFIQ take with figures of our own.
Filters are links to pages of their own; the chips mark the page you are on. Newest first. 24 per page. "ETFIQ take" marks a paper with figures of ours beside its own.
Calamos Investment Team Outlooks, January 2026
ETFIQ take
Calamos, in its January 2026 investment team outlook, reports that global convertible bond issuance topped $166 billion in 2025, close to a record level.
The Year Ahead: 10 Crypto Predictions for 2026
ETFIQ take
Bitwise, in its December 2025 outlook, forecasts more than 100 new U.S. crypto-linked ETF launches during 2026, among 10 predictions it calls estimates, not guarantees.
2026 outlook: Economic upside, stock market downside
ETFIQ take
Vanguard's December 2025 outlook expects muted US stock returns over five to 10 years and sets its VEMO portfolio at 60% bonds and 40% stocks.
Target AI and policy-led growth from US to emerging markets
State Street Investment Management's December 2025 outlook says consensus 2026 capital spending estimates for major hyperscalers have reached $519 billion, up from $314 billion.
Global Market Outlook 2026: Forward with focus
ETFIQ take
State Street Investment Management's December 2025 outlook cites consensus estimates that Magnificent 7 capital spending will reach about $520 billion in 2026, over 30% higher.
2026 Investment Outlook: Resilience and Rebalancing
ETFIQ take
Invesco's December 2025 outlook expects stocks to keep rising in 2026, noting global stocks gained 17.5% in 2025 through October on the MSCI World Index.
Outlook 2026: Promise and Pressure
ETFIQ take
J.P. Morgan's November 2025 outlook says large US tech companies may spend over $500 billion on capex in 2026, versus $150 billion in 2023.
ETF Share Class Operational Considerations
ETFIQ take
An October 2025 Investment Company Institute paper says at least 75 asset managers had sought SEC relief to add ETF share classes to existing mutual funds.
Calamos Investment Team Outlooks, January 2026Calamos · Outlooks · Bonds · ETFIQ takeIssuerJan 2, 2026bThe Year Ahead: 10 Crypto Predictions for 2026Bitwise · Crypto · ETFIQ takeIssuerDec 15, 2025
2026 outlook: Economic upside, stock market downsideVanguard · Outlooks · Bonds · ETFIQ takeIssuerDec 10, 2025
Target AI and policy-led growth from US to emerging marketsState Street Investment Management · ThemesIssuerDec 3, 2025Global Market Outlook 2026: Forward with focusState Street Investment Management · Outlooks · Themes · ETFIQ takeIssuerDec 3, 20252026 Investment Outlook: Resilience and RebalancingInvesco · Outlooks · ETFIQ takeIssuerDec 1, 2025Outlook 2026: Promise and PressureJ.P. Morgan · Outlooks · Themes · ETFIQ takeBankNov 17, 2025ETF Share Class Operational ConsiderationsInvestment Company Institute · Flows · ETFIQ takeIndustry bodyOct 23, 2025Firms in the library
How the library works
Each entry is a summary in ETFIQ’s words and a link to the firm’s own page; ETFIQ does not host the papers. Where a paper makes a claim ETFIQ’s data can test, "The ETFIQ take" states the paper’s figure and ETFIQ’s figure side by side, dated, with links to the fund, desk or research page. A summary that fails a check is held, never published. Method →
ETFIQ is not affiliated with any firm listed; logos identify the source. To add or correct a paper: [email protected].
Cite this pageCitation, APA and Markdown
ETFIQ, Research Library: public ETF research, summarized and tested, as of Oct 21, 2026. https://etfiq.com/research/library/page/2/
ETFIQ is not affiliated with any firm listed here; logos identify the source.